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Allcloud Salesforce Customer Success Manager 
United States 
590147582

18.07.2024

Summary of Key Responsibilities

  • Exercise strong project leadership skills, combined with strong business acumen and in-depth analytical skills to deliver desired business value and outcomes for our clients
  • Work with clients and project teams to define scope and requirements, create solutions, and develop an executable plan including resource needs, timeline, and costs
  • Proactively manage scope, requirements, resources, time, cost, quality, risks and communications for projects
  • Bring disparate groups to consensus
  • Negotiate, persuade and influence others
  • Manage conflict to successful, productive resolution
  • Lead Discovery and requirements refinement sessions to uncover customers' business, functional, and technological requirements
  • Deliver solutions for the Salesforce platform to meet business requirements
  • Contribute to every phase of the project lifecycle, including ramp, build, testing, deployment, and support
  • Collaborate with members of pre-sale team to understand customer's requirements and specific needs based on demonstrations and conversations
  • Mentor the team members on Salesforce best practices, consulting, and configuration
  • Facilitate business process review workshops and perform a detailed analysis of client business requirements
  • Document a release roadmap tied to business value
  • Responsible for the evaluation and breakdown of business requirements into user stories with level of effort, pros / cons, best practices and recommended approach
  • Responsible for the documentation of user stories including acceptance criteria, assumptions & constraints, size, priority, and recommended solution
  • Responsible for managing the feedback loop for completed user stories through build
  • Salesforce configuration
  • Migrate data from customer legacy systems using Salesforce data migration tools
  • Responsible for managing and leading User Acceptance Testing including the strategy, implementation, reporting, and management of the end-user testing
  • Develop a training curriculum and deliver end-user training
  • Work collaboratively with Solution / Technical Architects as well as onshore/offshore development team members
  • Proactive facilitation of business discussions
  • Guide, communicate, document and implement strategies to effectively help our clients manage change
  • Establish and maintain trusted advisor relationships with client project stakeholders by providing vision and future product road mapping
  • Ensure client satisfaction
Requirements

Summary of Requirements & Experience

  • 3+ years of project management experience
  • 3+ years analysis, design and configuration experience with Salesforce
  • Exceptional written and verbal communications skills
  • Excellent knowledge of Salesforce: Sales Cloud / Service Cloud / Experience Cloud / Marketing Cloud, Consumer Goods Cloud, advanced configuration, security/permissions management, data migration, data model
  • Experience in Agile project methodology, documentation, and software/tools (JIRA preferred) including backlog management, user story & acceptance criteria, sprint planning, etc.
  • Strong aptitude for prioritization and multitasking in a deadline-driven environment

Desirable Certifications

  • Salesforce Administrator, required
  • Consumer Goods Cloud Accreditation, preferred
  • Marketing Cloud Consultant, preferred
  • CPQ Specialist, preferred
  • Salesforce Advanced Administrator, optional
  • Salesforce Platform App Builder, optional
  • Salesforce Sales Cloud Consultant, preferred
  • Salesforce Service Cloud Consultant, preferred